2017-11-15T15:19:47-06:00 2016-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-01-01 530212938 ELECTRICAL TRAINING ALLIANCE ELEC 3017152300 5001 HOWERTON WAY SUITE N NO N BOWIE MD 20715 TODD STAFFORD EXECUTIVE DIRECTOR 3017152300 2017-11-15 1 SUBRINA WOOD CPA P00365899 2023319880 38.100.43.98 2017-11-15 16:19:30 ES P 8F72E301A453F475DDB880747CCED7D2AF7D6D45 0B5FA0604EC921149BCA0C9F7FF0732235262084 2016 2017-02-10 21:41:12Z TODD STAFFORD 5001 HOWERTON WAY SUITE N NO N BOWIE MD 20715 27876267 0 X WWW.ELECTRICALTRAININGALLIANCE.ORG X 1941 MD EDUCATION OF ELECTRICIANS 4 4 44 0 180673 64620 484374 822475 23280935 25982741 143035 97598 385583 418730 24293927 27321544 126560 237514 0 0 5376933 6344353 0 0 0 17045984 19038317 22549477 25620184 1744450 1701360 27749827 28639982 7019045 6115028 20730782 22524954 X TO DEVELOP AND STANDARDIZE TRAINING TO EDUCATE THE MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS & THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION; INSURING AND PROVIDING THE ELECTRICAL CONSTRUCTION INDUSTRY WITH THE MOST HIGHLY TRAINED AND HIGHLY SKILLED WORKFORCE POSSIBLE. 0 0 20156720 237514 26015968 DEVELOPED AND PRESENTED ELECTRICAL APPRENTICESHIP COURSE STUDY MATERIALS, WORKSHOPS, PUBLICATIONS, AND CONTINUING EDUCATION. 20156720 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 99 0 1 44 1 1 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARK J CERULLA CPA 3017152367 5001 HOWERTON WAY SUITE N BOWIE MD 207154459 LONNIE R STEPHENSON TRUSTEE 1.00 X 0 0 0 JOHN M GRAU TRUSTEE 1.00 X 0 0 0 JERRY WESTERHOLM TRUSTEE 1.00 X 0 0 0 GEARY HIGGINS TRUSTEE 1.00 X 0 0 0 TODD STAFFORD EXECUTIVE DIRECTOR 40.00 X 226553 0 25975 JASON IANNELLI DIRECTOR 40.00 X 170652 0 25975 JAMES BOYD ASST. EXECUTIVE DIRECTOR 40.00 X 195088 0 19011 MARTY RIESBERG DIRECTOR 40.00 X 165497 0 25975 WILLIAM BALL DIRECTOR 40.00 X 165668 0 25975 PALMER HICKMAN DIRECTOR 40.00 X 163843 0 9791 1087301 0 132702 15 0 1 0 NFPA 1 BATTERYMARCH PARK QUINCY MA 02269 PRINTING SERVICE 2953301 AMERICAN TECHNICAL PUBLISHERS 10100 ORLAND PWY SUITE 200 ORLAND PARK IL 60467 PRINTING SERVICE 2380895 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICE 1811267 UNIVERSITY OF MICHIGAN 1000 MCINTYRE ANN ARBOR MI 48105 CONFERENCE PROVIDER 1045300 MOSAIC LEARNING 10005 OLD COLUMBIA RD SUITE 250 COLUMBIA MD 21046 COURSE DEVELOPMENT 993807 5 822475 822475 TRAINING MATERIALS 900099 18978709 18978709 CLASSES & SEMINARS 900099 6856959 6856959 SPONSORSHIPS 541800 147073 147073 25982741 89560 89560 351903 351903 562761 554723 8038 8038 8038 ADVERTISING INCOME 900099 33600 33600 MISCELLANEOUS 900099 33227 33227 66827 27321544 25868895 180673 449501 X 182294 182294 55220 55220 252528 189396 63132 3683824 2323249 1360575 1209778 754138 455640 910033 613158 296875 288190 182890 105300 496174 496174 62900 62900 33948 33948 409791 17455 392336 427590 427590 5510 5510 333768 333768 31904 31904 231738 231738 2029889 931446 1098443 132686 132686 UBIT 46094 46094 MATERIALS AND PRODUCTS 7949091 7949091 NATIONAL TRAINING INSTI 2150447 2150447 CLASSES, COURSES AND SE 2060858 2060858 2635929 2199300 436629 25620184 20156720 5463464 0 7635047 8464532 49334 38580 195219 27699 1878564 1690661 261605 254642 3456603 4543410 998312 1519584 9140272 2526560 6695002 6613712 2326958 2486097 4224929 2983765 28254 17300 27749827 28639982 2251536 2325386 4612477 3670603 155032 119039 7019045 6115028 X 20538341 22510139 192441 14815 20730782 22524954 27749827 28639982 1701360 92812 0 X X 0 1 X 1 0 X 1734732 371750 380932 484374 822475 3794263 18468293 21463092 22233418 23249190 25982741 111396734 20203025 21834842 22614350 23733564 26805216 115190997 0 0 0 115190997 626410 540155 466375 377444 441463 2451847 626410 540155 466375 377444 441463 2451847 4806 4457 4648 13911 22248 277674 199965 92812 66827 659526 20856489 22657128 23285338 24203820 27313506 118316281 0.97360 0.97400 0.02070 0.02030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3435683 3435683 2302618 353068 1949550 1054577 806410 248167 2347394 1367082 980312 6613712 CAPITAL LEASE OBLIGATION 119039 119039 X 27414356 92812 92812 27321544 0 27321544 25620184 0 25620184 0 25620184 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE ALLIANCE QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE ALLIANCE ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ALLIANCE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2016, THE STATUE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ALLIANCE FILES RETURNS. 1 PHOENIX ELEC JATC 1520 EAST INDIANOLA AVE PHOENIX AZ 85014 262578221 501(C)(3) 17257 TRAINING RIVERSIDESAN BERNARDINO ELEC 1855 BUSINESS CENTER DRIVE SAN BERNARDINO CA 92408 590582582 501(C)(3) 37170 TRAINING JACKSONVILLE ACADEMY OF 4951 RICHARD STREET JACKSONVILLE FL 32207 590582582 501(C)(3) 6736 TRAINING TAMPA AREA ELEC JATC 5625 HARNEY RD TAMPA FL 33610 591271446 501(C)(3) 10982 TRAINING LU 26 IBEW JATC 4371 PARLIAMENT PLACE SUITE A LANHAM MD 20706 526068019 501(C)(3) 15471 TRAINING CHARLOTTE ELEC JATC 1900 CROSS BEAM ROAD CHARLOTTE NC 28217 582431633 501(C)(3) 10301 TRAINING ELEC JATC FOR SOUTHERN NEVADA 620 LEIGON WAY LAS VEGAS NV 89110 880089356 501(C)(3) 21711 TRAINING THE ELECTRICAL TRADES CENTER 947 GOODALE BLVD COLUMBUS OH 43212 310671879 501(C)(3) 10832 TRAINING NECA-IBEW ELEC TRAINING CTR 16021 NE AIRPORT WAY PORTLAND OR 97230 930519925 501(C)(3) 22666 TRAINING ELECTRICIAN TRAINING ACAD KNOX 6107 CENTRAL AVENUE PIKE KNOXVILLE TN 37912 237077388 501(C)(3) 15107 TRAINING BEAUMONT ELEC JATC 707 HELENA AVENUE NEDERLAND TX 77627 746067653 501(C)(3) 14061 TRAINING 11 0 SCHOLARSHIP 20 55220 PART I, LINE 2: NOMINEES MUST ALSO DISPLAY A POSITIVE ATTITUDE TOWARDS THE IBEW/NECA, BE IN THE TOP 20% OF THEIR CLASS, AND SHOULD HAVE THE POTENTIAL TO BE A FUTURE INDUSTRY LEADER (I.E., APPRENTICE INSTRUCTOR OR TRAINING DIRECTOR). IT IS ALSO PREFERRED THAT THE APPRENTICE HAVE 100% ATTENDANCE IN BOTH THE CLASSROOM AND ON THE JOB. THE SCHOLARSHIP RECIPIENTS ARE CHOSEN BY A SELECTION COMMITTEE MADE UP OF ELECTRICAL TRAINING ALLIANCE AND UL REPRESENTATIVES; WINNERS ARE ANNOUNCED AT THE NATIONAL TRAINING INSTITUTE (NTI) IN AUGUST. SINCE THE SCHOLARSHIP COVERS BOOKS FOR THE REMAINDER OF THE STUDENT'S APPRENTICESHIP, PREVIOUS WINNERS ARE NOT ELIGIBLE FOR NOMINATION AGAIN. X X X 0 0 0 0 0 0 0 0 0 TODD STAFFORD EXECUTIVE DIRECTOR 224064 0 0 0 2489 0 0 0 25975 0 252528 0 0 0 JASON IANNELLI DIRECTOR 170652 0 0 0 0 0 0 0 25975 0 196627 0 0 0 JAMES BOYD ASST. EXECUTIVE DIRECTOR 179563 0 0 0 15525 0 0 0 19011 0 214099 0 0 0 MARTY RIESBERG DIRECTOR 165497 0 0 0 0 0 0 0 25975 0 191472 0 0 0 WILLIAM BALL DIRECTOR 165668 0 0 0 0 0 0 0 25975 0 191643 0 0 0 PALMER HICKMAN DIRECTOR 163843 0 0 0 0 0 0 0 9791 0 173634 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE COMPTROLLER FOR REVIEW, QUESTIONS, AND COMMENTS. THE EXECUTIVE DIRECTOR IS THE NEXT REVIEWER. THE FORM IS THEN PROVIDED TO THE FULL BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED TO GET APPROVAL FROM THE EXECUTIVE DIRECTOR BEFORE AGREEING TO PARTICIPATE IN ANY ORGANIZATION THAT MAY CONFLICT WITH ETA. ANY BREACH OF THIS POLICY IS EVALUATED BY THE BOARD OF TRUSTEES AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR AFTER PERFORMING AN ANNUAL PERFORMANCE EVALUATION AND ANALYZING COMPENSATION STUDIES PERFORMED BY INDEPENDENT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 24E SHIPPING- FREIGHT OUT: PROGRAM SERVICE EXPENSES 711,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 711,067. GRANT EXPENSES: PROGRAM SERVICE EXPENSES 493,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 493,554. LMS HOSTING: PROGRAM SERVICE EXPENSES 415,505. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 415,505. WAREHOUSE FULFILLMENT: PROGRAM SERVICE EXPENSES 354,578. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,578. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 205,042. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 205,042. SCORING AND CERTIFICATION: PROGRAM SERVICE EXPENSES 191,849. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,849. OTHER TAX & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 116,906. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,906. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 76,985. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,985. RECOGNITION AND AWARDS: PROGRAM SERVICE EXPENSES 32,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,747. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,377. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,170. LOSS ON SALE OF PROPERTY AND EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -3,851. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -3,851. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE SELECTION OF THE INDEPENDENT AUDITORS.